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Probate Calculator

Estate administration is often complex and can take a lot of time, we know one of your main concerns may be the costs for our services which is why we have created our probate calculator which is designed to give you a rough guide of our professional fees

Once you have completed the calculator, we will email your quote directly to you and call you to discuss your quote. We have a number of different services and pricing options so we can find the best fit for you.

If partners in our firm are named as Executors in the Will, we will need you to get in touch with us directly and we wouldn't advise you use this calculator.

Background

We need a little information about the person who has died. This could impact on matters such as Inheritance Tax and how their estate is to be distributed.

Were they married, in a civil partnership or widowed?

Yes

Did they write a Will?

Yes

How may people will share the estate?

How many Personal Representatives are there?

Assets

What did they own in their sole name?

Please enter the number of each of the following

Banks, Investments, Life Insurance Policies, Share portfolios, Individual shareholdings, NS

Properties

Other Assets

Pensions/annuities

Joint assets

What did they own jointly with other people?

Banks, Investments, Life Insurance Policies, Share portfolios, Individual shareholdings, NS

Liabilities

Did they have any debts?

Was there a pre-paid funeral plan in place?

Yes

Please enter the number of the following:

Credit cards, mortgages, personal loans, loans to family members?

Taxation

HMRC Income Tax and Capital Gains Tax

Were they registered for Self Assessment and file their own tax returns?

Yes

HMRC Inheritance Tax

Is the net estate likely to be worth over £325,000?

Yes

Fee excluding VAT and disbursements

3 Bell Lane, Lewes, East Sussex, BN7 1JU

0800 84 94 101